Senior Financial Adviser (National Opportunities - Across All Regions) (12477)

InvestecZA

15 days ago

Job description

Job title : Senior Financial Adviser (National Opportunities - Across All Regions) (12477)

Job Location : Gauteng,

Deadline : November 23, 2025

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Description of the role

This role offers an opportunity to build a financial advisory career dealing with our current or newly acquired private clients as part of a broader offering across our leading Private Bank and Wealth and Investment businesses.

The purpose of this role is to deliver tailored professional financial advice, planning, and products that align with the unique needs of both new and existing clients, reflecting Investec's commitment to personalisation and excellence. You will be responsible for cultivating sustainable, high-quality business in line with our strategic objectives. The aim is to build and maintain long-term relationships with clients, as this entrenches the Investec value proposition and offers ongoing opportunities for advice and sales. Your efforts will contribute to clients receiving advice throughout their financial journey including estate planning, retirement and investment planning.

You will be enabled by our culture, strong brand, value proposition and product offerings.

Key responsibilities

The role is responsible for providing financial advice to private clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. The overarching objective is to offer holistic financial planning, which includes analysis of the client's financial affairs (including a risk analysis, pre and post-retirement planning and intergenerational wealth planning); development of a financial plan for the client; solutioning for the client using Investec's life insurance and investment products; and ensuring that proper record keeping of advice is maintained.

Useful detail

Build and manage your financial advisory practice : - Regularly engage with your clients as they build their wealth and as their needs change- Showcase the Investec investment and life insurance offering to new and existing clients as part of the holistic Investec private client value proposition- Build and maintain close relationships with Private Bankers, to provide a consistent and coordinated client experience- Perform annual financial reviews with clients

Play a strategic role in the development and delivery of our private client initiatives across the various regions in which Investec operates

Support the development of junior advisers working directly with you, as well as part of the broader advisory team

Ensure credibility, within Investec and with clients, through professionalism and demonstration of expertise

Always operate within the Private Bank business strategies and Investec's brand guidelines

Experience, skill and capability

Relevant tertiary qualification and CFP would be preferred

Five to seven years experience in financial services, preferably in financial advice or legal advice positions

Understanding of long-term insurance business and markets

Knowledge and understanding of the relevant income tax and estate duty legislation

Sound experience with financial planning processes

Ensure that the core financial planning competencies are maintained through continuous training and development

Client service orientated

Excellent interpersonal skills

Relationship building and networking

Ability to organise, prioritise and work under pressure

Team player

Self-starter

Ability to close a deal

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